Similar to Piper Jaffray, analyst at Parks Associates believe advertising, including delivery and analytics, provides Google with enormous potential. But in a white paper released in June, Parks Associates analysts point to troubled television manufacturers trying to determine how big their share of potential revenue for online content will become.
To date, the business models between television manufacturers and content providers or aggregators have been revenue sharing based on online video orders. As a result, the TV manufacturer may get a few pennies per video on demand orders. Online video revenues on connected CE devices other than the game console could reach $180 million in 2010, reaching $800 million by 2014.
Other concerns Park Associates highlights includes the ability to search and discover, and how much high-quality content Google can actually contribute through YouTube.
From the article, "Apple And Google Set To Capitalize (And Compete) On Internet TV" by Laurie Sullivan
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